Senior Consultant - Finance

Raftelis-posted 3 months ago
$85,000 - $120,000/Yr
Full-time • Mid Level
CA
101-250 employees
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Working within a team, the Senior Consultant will be responsible for providing exceptional client service in the public municipal utilities industry (water, wastewater, and stormwater) through various multi-discipline projects, such as financial planning, cost of service rate and fee setting, bond feasibility studies, and miscellaneous financial-related projects.

  • Data mine and aggregate project data from multiple sources and develop Excel-based financial models to support analysis of a variety of financial and management studies including projects related to financial planning.
  • Project utility revenues and expenditures, develop revenue requirements, cost allocation and rate and fee design to support utility’s operations.
  • Work independently under guidance of project managers and switch between projects quickly to meet milestones and deliverables.
  • Ensure alignment with Proposition 218 requirements in the financial planning and decision-making processes when working in California.
  • Utilize public speaking and technical writing skills to produce, edit and present reports, proposals, and presentations in a clear and succinct manner.
  • Support senior staff in business development and marketing activities and lead junior staff in the management, development, and execution of project work.
  • Communicate with clients to gather data and other relevant project information.
  • Bachelor’s degree (finance, accounting, engineering, economics, mathematics, or other related fields).
  • A minimum of 3 years managing projects in the water, wastewater, stormwater, and/or related industry.
  • Advanced proficiency and experience with MS Excel including advanced user functions and Visual Basic programming.
  • Strong proficiency with MS Word and PowerPoint - ability to create report templates, modify report templates.
  • Experience analyzing large data sets, working with and/or developing database queries, using MS Access, SQL server and/or relational databases.
  • Critical thinking skills – ability to formulate multiple solutions to problems, test hypothesis and develop solutions based on analysis.
  • Ability to work under multiple project managers with competing deadlines and deliverables.
  • Excellent written and verbal communication skills.
  • Willing and able to travel overnight as needed.
  • Master’s degree (MBA, CPA, or similar).
  • 100% Company paid medical (50% paid dependent medical) and dental benefits.
  • Health Savings Account with company contributions.
  • Medical and Dependent Care Flexible Spending Accounts.
  • Vision Insurance.
  • Company paid Life and Disability Insurance.
  • Employee Assistance Program.
  • Discretionary paid time off program.
  • Education reimbursement program.
  • 401(k) with company contributions.
  • Long Term Care benefits.
  • Pet insurance.
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